Anic Equity¶
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Total return since start: 0.589 %¶
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Equity now: -----------------------------> 48528.9 Kr¶
Max Equity ever reached: ------------> 53120.35 Kr¶
Portfolio value: --------------------------> 46832.28 Kr¶
PnL: ---------------------------------------> 475.28 Kr¶
DD now: ---------------------------------> -8.643 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-08-10 16:03:52.550065'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| NP3 Fastigheter | 32 | 3.930000 | 5840.000000 | 143.000000 | 2.510000 | 5697.000000 |
| EnQuest PLC | 2351 | -1.270000 | 5849.290000 | 136.290000 | 2.390000 | 5713.000530 |
| Investor B | 27 | 0.960000 | 5821.200000 | 130.200000 | 2.290000 | 5691.000006 |
| Vitec Software Group B | 2 | 2.660000 | 1197.000000 | 110.000000 | 10.120000 | 1087.000000 |
| Lindab International | 35 | 1.500000 | 5684.000000 | 91.000000 | 1.630000 | 5593.000000 |
| Tethys Oil | 109 | 1.650000 | 5903.440000 | -7.560000 | -0.130000 | 5911.000022 |
| AQ Group | 12 | -0.230000 | 5232.000000 | -31.000000 | -0.590000 | 5262.999996 |
| Volvo B | 25 | 0.660000 | 5703.750000 | -39.250000 | -0.680000 | 5743.000000 |
| Volvo A | 24 | 0.260000 | 5601.600000 | -57.400000 | -1.010000 | 5659.000008 |
| TOTAL | 46832.280000 | 475.280000 | -8.64349% | 46357.000562 |
Updated:¶
'2023-08-10 16:04:09.544861'
None
Last optimization/rebalancing:¶
'2023-07-26'
Next optimization/rebalancing:¶
'2023-09-05'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
